$90/hour

2,761 hours tutoring

Wayne, NJ 07470

"Finance Wizard"

About Jamie

Bio

I have tutored dozens of students in SAT math, ACT math, Economics and high school math with excellent results. Additionally, I have also helped candidates working on their GMAT, MBA in Finance, Series 7, and Series 66 exams. One on One tutoring has always proven to be the most effective teaching method. I believe that everyone has the capability to learn. The secret sauce is the right approach and it takes a sensitive teacher to find the correct recipe that works. The proper approach depends...

I have tutored dozens of students in SAT math, ACT math, Economics and high school math with excellent results. Additionally, I have also helped candidates working on their GMAT, MBA in Finance, Series 7, and Series 66 exams. One on One tutoring has always proven to be the most effective teaching method. I believe that everyone has the capability to learn. The secret sauce is the right approach and it takes a sensitive teacher to find the correct recipe that works. The proper approach depends on your goals. If you are good and want to get better, that requires one technique. If you are intimidated by Math and you have always struggled, that requires a different method. Everyone is teachable one on one when motivated. As a tutor it is very rewarding to be sitting next to a student at the exact moment they "GET IT" and then go on to do well on their test.

I work from a baseline of diagnostic test results and design instructions that will address deficiencies. A course of study to achieve a goal is usually the best approach but I can work under deadlines as well. Flexible scheduling can include evenings, nights, and weekends.

I will travel to your house or a library. I do recommend a minimum of 1 - 1 1/2 hours per session since I find that to be the most effective in producing concrete results.

My qualifications include graduating high school in the top 1% of my class, Cornell University with a BS in Operations Research, Tau Beta Pi (Engineering Honor Society), and an MBA in finance from Cornell University. I am able to relate to my students very well having already tutored many with results that speak for themselves. I have 3 children with the youngest in College. I live in Northern New Jersey and I teach Financial Literacy to High School Freshman as part of my day job.

Subjects

Business

Business

Finance

I hold a BS in Operations Research and an MBA in Finance and Marketing from the Johnson School at Cornell University. I am a financial planner by profession and apply the concepts of finance every day. My talent is that I am able to break down complex topics into understandable language so it does not seem so intimidating. I have tutored Harvard Case studies as well as problem solving from the text. I love finance and I think you will find my enthusiasm for the material infectious.

GRE

Series 6

I currently hold a Series 7 and 66. The test is composed of several areas such as understanding equities, bonds, and economics. The other is memorization of the rules, regulations, and laws required. The third area is suitability of investments for the client.
Each needs different study techniques. I work with my students by developing a customized study plan that addresses each are specific to the student's strengths and weaknesses.
I have been tutoring the exam for years and I have worked with hundreds of students. Please review what others have to say about my results.

Series 63

I currently hold a Series 66 License which is a combination of a Series 63 and 65. I passed it two years ago and the study skills I teach are current. Most of the test is memorization and requires knowledge of state security laws and procedures.

Series 65

I currently hold a Series 7 and 66. The Series 65 test is composed of several areas such as understanding equities, bonds, and economics. The other is memorization of the rules, regulations, and laws required. The third area is suitability of investments for the client and financial analysis metrics.
Each needs different study techniques. I work with my students by developing a customized study plan that addresses each are specific to the student's strengths and weaknesses.
I have been tutoring the exam for years and I have worked with hundreds of students. Please review what others have to say about my results.

Series 66

I currently hold a Series 66 and 7. The Series 66 test is composed of several areas such as understanding equities, bonds, and economics. The other is memorization of the rules, regulations, and laws required. The third area is suitability of investments for the client.
Each needs different study techniques. I work with my students by developing a customized study plan that addresses each are specific to the student's strengths and weaknesses.
I have been tutoring the exam for years and I have worked with hundreds of students. Please review what others have to say about my results.

Series 7

I currently hold a Series 7 and Passed the test with a grade of 92. The test is composed of three general areas of proficiency. One is understanding equities, options, bonds, and economics. The other is memorization of the rules, regulations, and laws required. The third area is suitability of investments for the client.
Each needs different study techniques. I work with my students by developing a customized study plan that addresses each are specific to the student's strengths and weaknesses.
I have been tutoring the exam for years and I have worked with hundreds of students. Please review what others have to say about my results.
Many students find options to be a prime area of difficulty. I have many resources designed to help you understand options better to get you through the test.

GMAT

Corporate Training

Business

Finance

I hold a BS in Operations Research and an MBA in Finance and Marketing from the Johnson School at Cornell University. I am a financial planner by profession and apply the concepts of finance every day. My talent is that I am able to break down complex topics into understandable language so it does not seem so intimidating. I have tutored Harvard Case studies as well as problem solving from the text. I love finance and I think you will find my enthusiasm for the material infectious.

Algebra 2

SAT Math

I love tutoring! Working with a student and creating a customized learning curriculum makes every new student a challenge and opportunity. SAT math seems daunting to many students at first, particularly after the first real test. It does not have to be. Once broken down, my students understand that improving your score is a very achievable goal. As soon as a student understands that tangible results are possible, I find that they become not only willing but enthusiastic about the work required to get the score they want. A short conversation is the best way to learn about me, about my process, and see if it fits your needs.

Geometry,Precalculus

Math

ACT Math

I love tutoring! Working with a student and creating a customized learning curriculum makes every new student a challenge and opportunity. ACT math seems daunting to many students at first, particularly after the first real test. It does not have to be. Once broken down, my students understand that improving your score is a very achievable goal. As soon as a student understands that tangible results are possible, I find that they become not only willing but enthusiastic about the work required to get the score they want. A short conversation is the best way to learn about me, about my process, and see if it fits your needs.

Algebra 2

SAT Math

I love tutoring! Working with a student and creating a customized learning curriculum makes every new student a challenge and opportunity. SAT math seems daunting to many students at first, particularly after the first real test. It does not have to be. Once broken down, my students understand that improving your score is a very achievable goal. As soon as a student understands that tangible results are possible, I find that they become not only willing but enthusiastic about the work required to get the score they want. A short conversation is the best way to learn about me, about my process, and see if it fits your needs.

Other

Finance

I hold a BS in Operations Research and an MBA in Finance and Marketing from the Johnson School at Cornell University. I am a financial planner by profession and apply the concepts of finance every day. My talent is that I am able to break down complex topics into understandable language so it does not seem so intimidating. I have tutored Harvard Case studies as well as problem solving from the text. I love finance and I think you will find my enthusiasm for the material infectious.

Algebra 2

SAT Math

I love tutoring! Working with a student and creating a customized learning curriculum makes every new student a challenge and opportunity. SAT math seems daunting to many students at first, particularly after the first real test. It does not have to be. Once broken down, my students understand that improving your score is a very achievable goal. As soon as a student understands that tangible results are possible, I find that they become not only willing but enthusiastic about the work required to get the score they want. A short conversation is the best way to learn about me, about my process, and see if it fits your needs.

Geometry

Test Preparation

ACT Math

I love tutoring! Working with a student and creating a customized learning curriculum makes every new student a challenge and opportunity. ACT math seems daunting to many students at first, particularly after the first real test. It does not have to be. Once broken down, my students understand that improving your score is a very achievable goal. As soon as a student understands that tangible results are possible, I find that they become not only willing but enthusiastic about the work required to get the score they want. A short conversation is the best way to learn about me, about my process, and see if it fits your needs.

GRE

SAT Math

I love tutoring! Working with a student and creating a customized learning curriculum makes every new student a challenge and opportunity. SAT math seems daunting to many students at first, particularly after the first real test. It does not have to be. Once broken down, my students understand that improving your score is a very achievable goal. As soon as a student understands that tangible results are possible, I find that they become not only willing but enthusiastic about the work required to get the score they want. A short conversation is the best way to learn about me, about my process, and see if it fits your needs.

Series 6

I currently hold a Series 7 and 66. The test is composed of several areas such as understanding equities, bonds, and economics. The other is memorization of the rules, regulations, and laws required. The third area is suitability of investments for the client.
Each needs different study techniques. I work with my students by developing a customized study plan that addresses each are specific to the student's strengths and weaknesses.
I have been tutoring the exam for years and I have worked with hundreds of students. Please review what others have to say about my results.

Series 63

I currently hold a Series 66 License which is a combination of a Series 63 and 65. I passed it two years ago and the study skills I teach are current. Most of the test is memorization and requires knowledge of state security laws and procedures.

Series 65

I currently hold a Series 7 and 66. The Series 65 test is composed of several areas such as understanding equities, bonds, and economics. The other is memorization of the rules, regulations, and laws required. The third area is suitability of investments for the client and financial analysis metrics.
Each needs different study techniques. I work with my students by developing a customized study plan that addresses each are specific to the student's strengths and weaknesses.
I have been tutoring the exam for years and I have worked with hundreds of students. Please review what others have to say about my results.

Series 66

I currently hold a Series 66 and 7. The Series 66 test is composed of several areas such as understanding equities, bonds, and economics. The other is memorization of the rules, regulations, and laws required. The third area is suitability of investments for the client.
Each needs different study techniques. I work with my students by developing a customized study plan that addresses each are specific to the student's strengths and weaknesses.
I have been tutoring the exam for years and I have worked with hundreds of students. Please review what others have to say about my results.

Series 7

I currently hold a Series 7 and Passed the test with a grade of 92. The test is composed of three general areas of proficiency. One is understanding equities, options, bonds, and economics. The other is memorization of the rules, regulations, and laws required. The third area is suitability of investments for the client.
Each needs different study techniques. I work with my students by developing a customized study plan that addresses each are specific to the student's strengths and weaknesses.
I have been tutoring the exam for years and I have worked with hundreds of students. Please review what others have to say about my results.
Many students find options to be a prime area of difficulty. I have many resources designed to help you understand options better to get you through the test.

ACT Science,GMAT,PSAT

Ratings and Reviews

Rating

4.9(787 ratings)

5 star

(712)

4 star

(59)

3 star

(9)

2 star

(3)

1 star

(4)

Reviews

Show reviews that mention

Featured review

Finance Wizard

Jamie's expertise is nothing short of magic! Hyperbole aside, Jamie provided efficient and effective teaching, which paved the way toward successful completion of my finance course. Jamie has my highest recommendation and would definitely seek his help again should the need arise in the future!

Ron, 3 lessons with Jamie

Greatest Tutor Ever!

I fell upon Jamie in series 65 distress, lost in information to which I was not retaining. As Jamie puts it, "I hit a road block." I won't disclose Jamie's techniques, but I will say trust him. Jamie will build your confidence, he will hone in on where you are failing and expose it. Then teach you "magical" techniques to understand and retain the information. Jamie loves his statistics when it comes to how students learn, and he will help. Do what he says and the stressful series exams will even start to seem...easy.
Are you hopeless? Have you worked with other tutors without success? Do you want to pass your exam? Work with Jamie and he will teach you specifics and generalities priceless to studying complex information and you will perform.
Thank you, Jamie.

Brandon, 3 lessons with Jamie

Knowledgeable

Jamie helped me with Variable Annuities and Margin accounts for the Series 7. He also went through the questions with me together for a better understanding and the reason behind the answers.

Jenifer, 1 lesson with Jamie

Provided structure and support.

Today was our first session but Jamie obviously knew the material well and was patient with me. He provided structure with an assignment and I'm feeling positive that I can do this.

Adrienne, 1 lesson with Jamie

Fantastic tutor!

I came to Jamie with a rather large request when it came to the series 7. I only had two and a half weeks. Jamie said it would be a very hard task but not impossible. He worked with me on areas he knew were crucial for the exam and helped guide me on what/how to study outside of our sessions. His knowledge of the exam helped me be successful on the first try.

Alexa, 4 lessons with Jamie

Very Patient

Jamie just started to work with my daughter for the math portion of the ACT. He clearly knows about the ACT and SAT testing and was working with my daughter to help her think thru the test,referencing every day examples, so that it made more sense for her . She felt very optimistic after meeting with Jamie. He was also patient and was able to teach her at her level . Would highly reccomend Jamie .

Nancy, 1 lesson with Jamie

Extremely knowledgable

Jamie assisted with work on discounted cash flows, IRR and NPV and the concepts involved in capital budgeting and how to evaluate the go or no go decision on whether to make the investment. Excellent tutor, patient and knowledgeable.

Lisa, 2 lessons with Jamie

Great Tutor!

Jamie was a great tutor. He was very patient and very helpful. He helped me come up with a plan for how to study for my exam in a few weeks, and I can't wait to execute with him! We have already scheduled the next few sessions!

Katherine, 17 lessons with Jamie

Knowledgeable and wonderful tutor

Jamie helped with my economics work and is a wonderful, kind teacher. I would definitely recommend him to anyone who needs help in this area. My grade is better and I am so thankful.

Sarah, 3 lessons with Jamie

Subject Matter Expert in Economics

You would be hard pressed to find someone with the amount of depth that Jamie has in economics - along with his ability to explain concepts and work through examples. Highly recommended.